Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$793M
2
+$330M
3
+$320M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$297M
5
MSFT icon
Microsoft
MSFT
+$287M

Top Sells

1
+$2.16B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$511M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Technology 9.08%
2 Healthcare 9.06%
3 Financials 8.67%
4 Communication Services 7.55%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$2.73M ﹤0.01%
150,171
+35,069
3027
$2.73M ﹤0.01%
97,834
+80,865
3028
$2.72M ﹤0.01%
60,013
+2,075
3029
$2.71M ﹤0.01%
55,636
+20,590
3030
$2.71M ﹤0.01%
147,122
-45,023
3031
$2.7M ﹤0.01%
191,368
+16,697
3032
$2.7M ﹤0.01%
269,745
+18,686
3033
$2.7M ﹤0.01%
88,181
-9,158
3034
$2.69M ﹤0.01%
407,066
-76,979
3035
$2.69M ﹤0.01%
42,901
-63,854
3036
$2.67M ﹤0.01%
43,710
-16,614
3037
$2.67M ﹤0.01%
136,757
+3,840
3038
$2.67M ﹤0.01%
197,719
-15,825
3039
$2.67M ﹤0.01%
184,541
-2,987
3040
$2.67M ﹤0.01%
264,326
+64,663
3041
$2.67M ﹤0.01%
119,955
+65,588
3042
$2.67M ﹤0.01%
34,923
-41,911
3043
$2.66M ﹤0.01%
835,192
+465,908
3044
$2.66M ﹤0.01%
50,048
-7,887
3045
$2.65M ﹤0.01%
119,676
+42,342
3046
$2.65M ﹤0.01%
262,432
+35,082
3047
$2.65M ﹤0.01%
1,398
+515
3048
$2.65M ﹤0.01%
137,819
-33,054
3049
$2.64M ﹤0.01%
104,487
+78,863
3050
$2.64M ﹤0.01%
186,877
+112,668
120 121
122
123 124